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Product Description
About this Product
- Characteristic based model building & portfolio optimization
- Custom branded proposal generation
- Automated rebalancing with drift monitoring
About Moment
Moment is the operating system for wealth and asset management. Founded in 2022 by veterans of Citadel Securities and McKinsey, Moment brings together execution management, portfolio management, and risk & compliance into a single integrated platform built for advisors, portfolio managers, traders, and compliance professionals. Moment serves clients collectively managing over $8 trillion in AUM, including leading private banks, wirehouses, independent broker-dealers, RIA aggregators, and fi ntechs. The platform powers AI-generated portfolio proposals and custom model building, connects seamlessly to major trading venues and top dealer counterparties with smart order routing and block execution, and is complemented by a forward deployed engineering model that embeds Moment engineers directly with client teams to co-develop tailored solutions. Moment is headquartered in New York City.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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